See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,977 | $159,602-65.6% | $150,045-63.4% | $142,382-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.63% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,339 | $4,961-12.5% | $4,693-7.5% | $4,299+0.9% |
| Participant deferral / active EE | $12,811 | $8,310+54.2% | $7,997+60.2% | $6,507+96.9% |
| Admin fee / account holder | $686 | $14,846-95.4% | $13,435-94.9% | $12,624-94.6% |